CWM
Compass Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-100
| Closed | -$8.06K | – | 414 |
|
|
2023
Q3 | $8.06K | Hold |
100
| – | – | ﹤0.01% | 355 |
|
|
2023
Q2 | $8.82K | Hold |
100
| – | – | ﹤0.01% | 362 |
|
|
2023
Q1 | $9.48K | Hold |
100
| – | – | ﹤0.01% | 362 |
|
|
2022
Q4 | $9.38K | Buy |
+100
| New | +$9.38K | ﹤0.01% | 358 |
|